SOC has established itself as the main broker in the approval of mortgage loans, business loans, car loans, insurance and investment funds, in a context in which the Nearshoring phenomenon has attracted historic numbers in foreign investment and has generated great opportunities.
The company – considered the largest external arm of the main financial institutions in Mexico, placing 1 in every 5 mortgage loans and being an ally of more than 40 financial institutions – has maintained sustained growth.
It plans to close 2024 with great progress, leveraged on its business model, the promotion of favorable scenarios with the rise of company relocation, new initiatives from the private sector, the incoming government and the long-awaited drop in interest rates. reference interest.
From January to August of this year, SOC achieved a credit placement of $30,729,783,824 and its average ticket was $2,447,038. Regarding business credit, its placement was $2,233,320,859.
With the alternative of investment funds and automotive credit, SOC has strengthened its product shelf to provide a comprehensive proposal to its clients in their most important financial moments. In this last segment it achieved a growth of 30% from July to August, which shows the strength in its offer.
Each client is unique
SOC has diversified its offer to bring each customer profile the correct solution according to their needs and based on the best alternatives on the market.
For this reason, the company trains its entire network of advisors. Today it has the SOC University, through which they train, train and update their network of specialists daily in the conditions of all the products on which they advise.
“Quality of service is not an option, it is a standard. We ensure that each advisor is continually trained and certified, keeping knowledge up-to-date to offer financial solutions that meet our clients’ expectations,” shares Fernando de Abiega, CEO of SOC.
This network is also part of the Association of Mortgage Brokers of Mexico, who guarantee its seriousness, knowledge and professionalism.
SOC Convention
To continue celebrating SOC’s achievements, the company held its Annual Convention from October 16 to 19, under the theme “Together in Synergy.” The event, held in Cancun at the Barceló Maya Riviera Hotel, brought together more than 700 attendees, including financial advisors, managers and representatives of allied banking and financial institutions.
The SOC Convention was inaugurated with words from the Commercial Director of SOC, Cybel Magaña, and Alejandro Albas, DGA of technology, who highlighted the importance of continuous collaboration with their allies. Finsus, one of the sponsors, had a notable participation, followed by an inspiring conference by Scotiabank.
The second day started with work tables and breakfasts with SOC allies: Skandia, Covalto, Hey Banco and Xepelin. Among the topics discussed, the key strategies to generate a solid business and offer the best options to customers were highlighted.
In addition, specialized panels on mortgage credit were held, where experts discussed current trends in the sector, financing opportunities and the challenges that advisors face to continue promoting placement. Among them, Scotiabank, Santander, Banorte, HSBC, Citibanamex, Afirme and Banregio.
For the third day, Finsus and Banregio participated, as well as the awards from the most outstanding offices in terms of quality and credit placement in mortgage, business, insurance and cross-selling, recognizing the effort and performance of the advisors throughout the country. The closing was led by CEO, Fernando de Abiega, who emphasized the vision of continued growth for next year.
Technological innovations
Some of the technological innovations that are transforming their business model and improving the experience of clients and advisors are credit prequalifiers, which allow clients to obtain accurate and quick information about their financing options.
They also have quotes for mortgage and car loans, in order to streamline the operation of the offices and make the process of analysis and filling out the application more efficient.
These innovations are part of SOC’s commitment to remain at the forefront of financial technology, facilitating access to personalized solutions and simplifying the advisory process for its clients. Simulate your credit and know the best option: https://socasesores.com/simulator-credito-hipotecario/
